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Mike is an award winning financial expert and a well-known leader in the financial industry. Having taken two of his previous firms to Chartered Status in the UK and also achieved the prestigious National IFA of the Year Award – Highly Commended. In addition, Mike is qualified to UK Financial Conduct Authority (FCA) standards, a member of the Chartered Insurance Institute, a Fellow of the Institute of Sales Management (FISM), and a Fellow of the Institute of Directors (FIoD).

GWM – Demand for expat pension advice continues to increase

Mike CoadyBusiness Advice GWM – Demand for expat pension advice continues to increase

GWM – Demand for expat pension advice continues to increase

With the average transfer values of defined benefit pension schemes continuing to rise and yet more politicking of the UK pension system, the unprecedented demand for quality expat pension advice looks set to continue increasing.

UK expats around the world are taking advantage of a combination of events that are seeing transfer values of up to 40 times their pension pots massively boosting their retirement funds. As a result Guardian Wealth Management have bolstered their pensions division with the hire of senior paraplanner Rebecca Ellis.

In keeping with GWM’s comitment to hiring experienced, qualified advisers, typically from the UK, Rebecca ticks all the right boxes.

Since leaving university with a first-class honors degree in Financial Services, Planning and Management, Rebecca has achieved Chartered Financial Planning status and is a fellow of the Personal Finance Society.

Rebecca joins a host of pensions advisers qualified to AF3 level and in addition to her day to day tasks, will play a vital role in providing ongoing training and support to all GWM regional offices.

Having learned her trade with a major Chartered planning firm in Manchester, Rebecca moved to the UAE in search of a new challenge at the beginning of the year.

On joining GWM, Rebecca said:

“I’m very excited to be joining GWM at such an exciting stage of their growth. I’m looking forward to transferring my UK based knowledge and experience to the global marketplace”

For more information on expat pension advice, contact us at Guardian Wealth Management.


Mike CoadyMike Coady
Mike Coady
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